About a year ago, I made a decision that most investors weren’t ready to make.
It wasn’t because the market was strong or trending higher. In fact, it was the opposite. The backdrop was messy - inflation was still hanging around, interest rates were spiking, global tensions were rising, and everywhere you looked there was debate about whether a recession was right around the corner due to the sudden tariffs.
It felt uncertain. Uncomfortable.
And that’s exactly the point.
Because in markets like that, most investors tend to do the same thing. They pull back, sit on the sidelines, and wait for clarity that never really comes.
But I’ve learned over the years… that’s not when you wait.
That’s when you act.
That’s what led me to create what is now called the Special Situations Portfolio.
The Opportunity Most Investors Miss
The idea wasn’t complicated. I wanted a small group of companies that could hold up in a volatile environment, but more importantly, had the ability to come out the other side stronger. Businesses with real cash flow, real leadership in their industries, and underlying growth trends that weren’t going away just because the market was shaky.
This wasn’t about chasing the hottest names.
It was about positioning early, while others hesitated.
And the results speak for themselves.
In less than a year, that portfolio beat the market by 36%. But what stands out even more are the individual winners that came out of that environment - stocks that weren’t obvious at the time, but became very obvious later.
One of the best examples is Credo Technology Group (CRDO).
When we first stepped into that position, it wasn’t a name dominating headlines – it was actually trading near a 6-month low.
The stock wasn’t being talked about on every financial network. But when you looked beneath the surface, the story was there. The growth was there. The trend was building.
So we acted.
And when the market eventually caught up to that story, we exited the position for a gain of over 100%.
That didn’t happen by accident.
It happened because we were willing to move before it felt obvious.
That’s the part most investors miss.
By the time something feels comfortable… the biggest gains are already behind it.
A Familiar Setup Is Emerging Again
As I look at today’s market, I’m starting to see a very familiar setup.
We’re back in a period of volatility. Headlines are driving short-term moves. There’s uncertainty across multiple sectors, and investors are once again questioning what comes next.
But when I step back and look at the bigger picture, I don’t see a market breaking down.
A reset that’s creating opportunity.
That’s why I’ve been quietly building a new portfolio based on the same core idea that worked so well last year - only this time, it’s even more focused.
It’s this year’s version of the Special Situations Portfolio.
And it starts with four new positions that I believe are setting up in a very similar way to some of our biggest winners from the past.
Different names. Same type of opportunity.
Tomorrow night, I’m going to walk you through exactly what I’m seeing.
During this live event, I’ll break down why this pullback is creating another major window, how I identify these setups before they become obvious, and where I believe the next wave of upside is coming from.
I’ll also connect it to one of the most powerful trends in the market right now - the Electrification of Everything - which is already starting to outperform and still in its early innings.
Bottom Line
Here’s what I can tell you from experience.
Opportunities like this don’t feel easy in the moment. They never do. They show up when confidence is low and uncertainty is high.
But those are often the exact conditions that lead to the biggest gains.
Last year, we acted - and it led to triple-digit winners like $CRDO ( ▲ 18.73% ), $DEFT ( ▲ 3.95% ), and $AXON ( ▲ 5.9% ).
This year, I believe we’re being handed another opportunity.
Join me live tomorrow and I’ll show you exactly how I’m positioning for it.
No cost to attend — just click “Notify Me” after using the link below.
Here’s to the future,
Matt McCall
Founder, NXT Wave Research
